Perform for managers - 101

Welcome to Perform! In this article, we'll introduce you to the manager view of Perform. We'll walk through the key system areas and the actions managers can take to manage their teams performance. 

Let's start with a walkthrough of Perform for managers:

View your team

The My team area is where managers go to manage all their teams activity. All team members will be listed, and if anyone in your people team is also a people manager, they'll be able to drill down and view activity for members of their team:

From the My team area managers can assign objectives and reviews to everyone, track and update an individual team member's activity. Expand the menu below to find out more.

Individual and team objectives

From the My team area managers can set objectives for one or more members of their team. Alternatively, select Check objectives for a team member to view all their existing objectives. From here, managers can create a new objective just for that team member.

Managers can also track progress, and add comments and attachments to an objective, all of which can appear in a review form. 

Explore objectives:

• Set an objective for one or more members of your team
• Track and review progress with objectives
• Set yourself an objective
• See all your objectives

Development activities (personal goals)

Development activities are personal goals. They're a great way to focus a team member on personal goals that may not be directly linked to role objectives.

From the My team area you can Create a Development activity for a member of your team.

Select Check development activities for a team member to view all their existing Development activities. You can also track progress, and aadd comments and attachments to the activity, all of which can appear in a review form. 

Explore Development activities:

• Create a development activity for a team member
• Track and review progress with Development activities
• See all your Development activities

Reviews

Although called 'Reviews' they're more adaptable than that. Reviews are often used for check-ins, PDPs, onboarding, and well-being check-ins - whenever there is an important conversation between a manager and team member that should be recorded.

From the My team area you can assign a review to one or more team members. Alternatively, select See reviews for a team member to view all their existing reviews. Alternatively, select My reviews, to see all your reviews - both as the reviewer, and as the reviewee.

Explore Reviews:

• How and when to share responses with reviewer/reviewee
• How and when to sign off a review
• Delegate a review
• Delete a review
• See all your reviews

Feedback

Constructive feedback is crucial for personal development, and a key feature of Perform. From the My team area select See feedback to view share and request feedback for a team member - from anyone in the organisation at any time.

Explore feedback:

• View share and request feedback for a team member
• View, share, and request feedback

Get deeper learning in The Academy

If you’re new to Perform, view Perform walkthrough and see how Perform looks to learners, managers, and administrators.

For the complete picture - including best practice advice, and hints and tips from the Kallidus team - view the Get started: Perform Course.

If you're new to The Academy or know someone who is missing out on free learning, contact your Customer Experience Manager or the Support Team to activate your free account.

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